Jon Lindsey Email & Phone Number
Financial Advisor @ Capitol Wealth Strategies
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Jon Lindsey Location
- Austin, TX, US
Jon Lindsey Work
- 2020 -now Financial Advisor @
- 2016 -2020 Private Client Advisor @ J P Morgan Chase Bank, NA
- 2011 -2016 Investment Advisor @ Capital One Financial Services
- 2008 -2011 Vice President @ Capital Wealth Strategies
- 2007 -2008 Financial rep @
- 2005 -2007 Account Executive @
- 2001 -2003 VP @ Sunset Acceptance
- 1995 -2000 VP @ Empire Funding
- 1993 -2000 Sr VP @ Empire Funding Corp.
Jon Lindsey Education
- University of Texas at Tyler
(Criminal Justice)
1980-1983 - Seminole State College
(Criminal Justice)
1978-1979 - John Brown University 1977-1978
Jon Lindsey Skills
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Securities
- Strategic Financial
- Banking
- Investments
- Risk Management
- Mortgage Lending
- Credit
- Fixed Annuities
- Retirement
- Asset Allocation
- Loans
- Insurance
- Series 7
- Retirement Planning
- Wealth Management
Jon Lindsey Summary
- Jon Lindsey, based in Austin, TX, US, is currently a Financial Advisor at Capitol Wealth Strategies. Jon Lindsey brings experience from previous roles at J P Morgan Chase Bank, NA, Capital One Financial Services, Capital Wealth Strategies and AXA Advisors. Jon Lindsey holds a 1980 - 1983 University of Texas at Tyler. With a robust skill set that includes Estate Planning, Portfolio Management, Strategic Financial Planning, Securities, Strategic Financial and more. Jon Lindsey has 2 emails and 2 mobile phone numbers on RocketReach.
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